See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,837 | $100,754+9.0% | $86,677+26.7% | $134,475-18.3% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -18.26% | 29.04%-47.3pp | 35.91%-54.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,052 | $3,489+16.1% | $2,836+42.8% | $4,740-14.5% |
| Participant deferral / active EE | $9,174 | $5,338+71.9% | $4,656+97.1% | $6,400+43.4% |
| Admin fee / account holder | $1,278 | $10,926-88.3% | $7,493-82.9% | $11,426-88.8% |